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LPL Financial’s
TORM
TRMD
Stock Holding History
LPL Financial’s Portfolio
TRMD Stock Details
TRMD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.08M
Buy
74,485
+46,655
+168%
+$1.19M
﹤0.01%
3479
2025
Q4
$545K
Buy
27,830
+4,583
+20%
+$96.8K
﹤0.01%
4632
2025
Q3
$479K
Sell
23,247
-28,805
-55%
-$580K
﹤0.01%
4666
2025
Q2
$867K
Sell
52,052
-9,955
-16%
-$166K
﹤0.01%
3880
2025
Q1
$1.02M
Sell
62,007
-1,087
-2%
-$21K
﹤0.01%
3543
2024
Q4
$1.23M
Sell
63,094
-2,983
-5%
-$72.8K
﹤0.01%
3317
2024
Q3
$2.26M
Buy
66,077
+13,978
+27%
+$513K
﹤0.01%
2609
2024
Q2
$2.02M
Buy
52,099
+920
+2%
+$32.9K
﹤0.01%
2588
2024
Q1
$1.79M
Buy
51,179
+12,438
+32%
+$423K
﹤0.01%
2624
2023
Q4
$1.18M
Buy
38,741
+10,741
+38%
+$317K
﹤0.01%
2901
2023
Q3
$771K
Buy
+28,000
New
+$711K
﹤0.01%
3126
2023
Q1
–
Sell
-7,865
Closed
-$229K
–
4588
2022
Q4
$229K
Buy
+7,865
New
+$212K
﹤0.01%
3877
Other funds holding TRMD
OCM
Oaktree Capital Management
Los Angeles, California
$5.91B AUM
42.97%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
VFT
Vanguard Fiduciary Trust
Malvern, Pennsylvania
$396B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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